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Long Run Exploration Stock Symbol: LRE-T

Notes:

Formerly WestFire Energy

Last Price Recorded: 4.6000 on 2014-09-20 01:14:47

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Date Signal Expert Opinion Price
2014-09-19 COMMENT Greg Newman

Thinks the dividend is safe. Total payout ratio that comes in for 2014 is under 100%. Sees them growing their cash flow at about 15% in the next couple of years. Debt to cash flow isn’t bad for a small company. This is levered to falling oil prices, but it is pretty liquid. Would Buy if you are a risk tolerant investor.


Price:
$4.600
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
UNKNOWN
Owned:
Unknown
2014-08-29 COMMENT Robert McWhirter

Doesn’t follow this one intimately, but it ranks 199, top one third of his database. Recent earnings were down 70% year-over-year. The coming quarter is supposed to snap back 36%. Looks like a reasonable opportunity with a two-year timeframe.


Price:
$5.270
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
Unknown
2014-08-25 DON'T BUY Eric Nuttall

Safe if you are a dividend investor.  The perception is that their plays are not ‘A’ quality.  A recent acquisition put LRE-T shares in the hands of investors who may not want to keep them.  Wait 3 months for them to finish selling.  Prefers others.


Price:
$5.330
Subject:
OIL & GAS
Bias:
SELECTIVE
Owned:
No
2014-08-11 COMMENT John O'Connell, CFA

Doesn’t think the dividend is safe. A lot of these companies should not be paying dividends, or certainly not as large as they are. This company has made some acquisitions and they are trying to reposition their portfolio. Still have a lot of debt. Thinks they may sell some things sooner rather than later. The dividend is really handcuffing them from their ability to go out and make strategic longer-term decisions.


Price:
$5.470
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2014-07-31 SPECULATIVE BUY Greg Newman

Thinks this is a real good one. Has a payout ratio of under 100%, a dividend of around 7.5%, and is trading at about 3.7X EV discounted to its cash flow, versus its peers of almost double that. Just bought some new properties that fit in well, which should help in terms of execution. A high-risk name, but a very good one to own.


Price:
$5.500
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Unknown
2014-07-25 COMMENT Eric Nuttall

(Market Call Minute.) Not a name he would have in his top 10. There are more exciting names, but in terms of a dividend payer it is fine.


Price:
$5.780
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
No
2014-07-17 BUY Robert Lauzon

After their acquisition some of the shareholders may sell out so it may stall for a short while.  Likes other income names better, but he owns this one.  $5.60 ceiling.


Price:
$5.640
Subject:
ENERGY
Bias:
OPTIMISTIC
Owned:
Yes
2014-07-16 COMMENT Bill Bonner

Looking to acquire Crocotta Energy (CTA-T). People that own this like it because of the stability of its income. The acquisition will build that case. A good, solid, dividend paying company, with some upside. There are other dividend players that he thinks may be a little more attractive.


Price:
$5.500
Subject:
CANADIAN ENERGY
Bias:
BULLISH on NATURAL GAS
Owned:
Yes
2014-07-16 TOP PICK Joanne A. Hruska, CFA

Probably the cheapest yield name in the space for similar sized companies. Has been unloved. It’s probably about 2.5X cash flow where the average is 5 to 7 over the longer term. Just made a couple of acquisitions, this expands their plays. Increased their land inventory, and have a new core area. Looking for some good things to come out of this. Very cheap.


Price:
$5.500
Subject:
OIL & GAS
Bias:
BULLISH on CDN ENERGY
Owned:
Yes
2014-06-25 PAST TOP PICK Martin Davies

(A Top Pick August 9/13. Up 25.9%.) Have converted over to a dividend paying model, and it takes a period of time for the market to understand the sustainability and risks involved. Recently bought some assets that allow them to have a 3rd area in their suite. Still trades at a discount to its peers.


Price:
$5.640
Subject:
Canadian Energy/Service
Bias:
BULLISH
Owned:
Yes
2014-06-24 BUY Mason Granger

Bought assets that were quite free cash flow positive.  Lead by a strong management team.  Thinks they are making good strides forward.


Price:
$5.660
Subject:
OIL & GAS
Bias:
BULL on OIL & GAS
Owned:
No
2014-06-20 DON'T BUY James Hodgins

He has a small Short on this. Prefers growthier names to the dividend yield plays. This company has quite a bit of debt.


Price:
$5.790
Subject:
MARKET NEUTRAL INVESTING
Bias:
BEARISH
Owned:
Yes
2014-06-19 WEAK BUY Rob Stabile

Management is doing a good job and going forward have a sound technical team and finance guys that do a good job of allocating capital.  Low risk.  Dividend is sustainable.  There won’t be significant growth in the company, however.


Price:
$5.770
Subject:
CANADIAN
Bias:
BULLISH ON ENERGY INFRASTRUCTURE
Owned:
No
2014-05-21 COMMENT Robert Lauzon

Has recently added to his position and likes the dividend model. Feels dividend is sustainable. At these levels, you are getting paid 7% per year. The company is not trying to hit the ball out of the park with massive growth, but just trying to grow at 3%-5% a year. Expects high single digit, low double-digit total returns from the story. Doesn’t see the stock getting through $5.75 any time soon, but if you can Buy below $5.40, it is probably not a bad entry point.


Price:
$5.510
Subject:
ENERGY
Bias:
BULLISH on ENERGY
Owned:
Yes
2014-04-17 HOLD Eric Nuttall

Bought assets off Crew Energy last week, but it was not accretive in his mind.  It just added to the inventory.  7.1% yield is a bit rich.  Let it run a bit more, but there are better names for new capital.


Price:
$5.580
Subject:
OIL & GAS
Bias:
BULL on OIL & GAS
Owned:
No
Showing 1 to 15 of 61 entries
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